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| Compass Capital Corporation
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|---|---|
| CRD # | 112323 |
| SEC # | 801-21957 |
| CIK # | 0001002152 |
| AUM | 663.6 M (2025-09-25) |
| Employees | 14 (100% Investors, 43% Brokers) |
| Phone | 781-535-6083 |
| Address | 50 Braintree Hill Office Park Braintree, MA 02184-8734 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Merck & Co Inc | 70.9 | ||
| Amphenol Corp /DE/ | 68.3 | ||
| Microsoft Corp | 63.3 | ||
| Wal Mart Stores Inc | 61.2 | ||
| Intercontinentalexchange Group Inc | 60.2 | ||
| Johnson & Johnson | 59.6 | ||
| Fastenal Co | 59.4 | ||
| Alphabet Inc | 58.8 | ||
| Linde PLC | 57.0 | ||
| Motorola Inc | 55.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,231 | 218.5 |
| (b) Individuals (high net worth individuals) | 136 | 434.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 10.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,371 | 663.6 |
| By Discretionary | ||
| Discretionary | 1,362 | 577.0 |
| Non-Discretionary | 9 | 86.5 |
| Total | 1,371 | 663.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 663.6 | |
| Total | 1,371 | 663.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001002152] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1,371 |
| Serves | Institutional, Retail |
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